Pitti Group Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History

Pitti Group Wealth Management, LLC

$76.3 Million
Q1 2025

A detailed history of Pitti Group Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Pitti Group Wealth Management, LLC holds 16,958 shares of IMCB stock, worth $1.25 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

16,958

Previous 17,727 4.34%

Holding current value

$1.25 Million

Previous $1.35 Million 7.49%

% of portfolio

1.64%

Previous 1.67%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$72.01 - $79.94 $55,375 - $61,473	-769 Reduced 4.34%	16,958 $1.25 Million
Q4 2024 Feb 10, 2025	SELL	$75.22 - $82.17 $35,579 - $38,866	-473 Reduced 2.6%	17,727 $1.35 Million
Q2 2024 Aug 09, 2024	BUY	$68.23 - $72.35 $15,556 - $16,495	228 Added 1.27%	18,200 $1.28 Million
Q1 2024 Apr 24, 2024	SELL	$65.15 - $72.83 $14,854 - $16,605	-228 Reduced 1.25%	17,972 $1.31 Million
Q4 2023 Feb 05, 2024	SELL	$56.23 - $67.47 $45,996 - $55,190	-818 Reduced 4.3%	18,200 $1.22 Million
Q3 2023 Nov 01, 2023	BUY	$59.24 - $65.55 $88,741 - $98,193	1,498 Added 8.55%	19,018 $1.14 Million
Q2 2023 Aug 01, 2023	SELL	$58.45 - $63.29 $14,086 - $15,252	-241 Reduced 1.36%	17,520 $1.11 Million
Q1 2023 May 02, 2023	BUY	$57.52 - $65.42 $3,336 - $3,794	58 Added 0.33%	17,761 $1.08 Million
Q4 2022 Jan 24, 2023	BUY	$53.66 - $62.35 $254,241 - $295,414	4,738 Added 36.54%	17,703 $0
Q3 2022 Oct 24, 2022	BUY	$53.88 - $64.86 $16,433 - $19,782	305 Added 2.41%	12,965 $699,000
Q2 2022 Jul 18, 2022	SELL	$54.49 - $67.75 $8,391 - $10,433	-154 Reduced 1.2%	12,660 $713,000
Q1 2022 Apr 28, 2022	BUY	$62.82 - $71.22 $329,805 - $373,905	5,250 Added 69.41%	12,814 $862,000
Q4 2021 Feb 09, 2022	BUY	$66.65 - $72.78 $504,140 - $550,507	7,564 New	7,564 $538,000

Others Institutions Holding IMCB

# of Institutions

198

Shares Held

7.33M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
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Pitti Group Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History